The Role: I am recruiting a Financial Planning Assistant / Financial Services Administrator on behalf of Smart Financial Ltd., a highly regarded, well-established and ambitious Lifestyle Financial Planning firm based in Manchester (Ancoats M4). Working in a small, friendly and collaborative team, the successful Financial Planning Assistant will support the Client Managers (Financial Planners) in providing a trusted and personal financial planning service, delivering a high standard of care to a wide range of clients.
The Person: The successful Financial Planning Assistant / Financial Services Administrator will be highly self-motivated and will be keen to learn and progress within an ambitious and progressive financial planning business. They will have exceptional customer service and administration skills. Demonstrating high levels of attention to detail they will find processing, prioritising, allocating and completing tasks comes as second nature and they will be confident in embracing the technology involved in on-line task management and scheduling.
Values: The successful candidate will identify with Smart’s values of: Constantly Striving - Aligning Mind & Body - Taking Responsibility - Empowerment - Modern.
Experience: They Financial Planning Assistant / Financial Services Administrator will have experience of highly involved administration gained in a re...